Clute Wealth Management Email Format
Financial ServicesNew York, United States2-10 Employees
Clute Wealth Management provides independent financial and investment planning for individuals and small businesses in the Champlain Valley region of New York and Vermont. The firm emphasizes tailoring plans to each client's unique needs and goals. It also focuses on assisting women in transition and their loved ones who face new life challenges. The leadership includes Christina Ubl (CDFA®), Adam Robert (APMA®), and founder Heidi Clute, all CERTIFIED FINANCIAL PLANNER™ professionals who oversee the advisory team. Financial planning, securities, and advisory services are delivered through LPL Financial, a registered investment adviser, and the firm is based in Plattsburgh, New York.